Schedule an Appointment

    Investment earnings are more important than ever. With the economic environment changing, building a suitable portfolio of investments to meet current cash flow needs – while maximizing interest earnings – is very difficult, especially in a time when many public officials are asked to do more with less.

    We understand these struggles and have the resources, experience and expertise to assist you in developing an investment strategy that works. We work directly with you to develop a specific portfolio of investments that seeks to maximize your interest earnings while maintaining safety and liquidity.

    Please contact a Smart Financial Resources Advisor to schedule an appointment or complete the form below for more information about investment opportunities.

    Smart Financial Resources Advisors Team

    Newcastle, North Loop & Sugar Land Branch

    James Hall
    Phone: 713.407.1792

    Conroe & Rayford Branch

    Dick Maier
    Phone: 713.407.8365

    For service at all other locations call:


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